Matthew Michael Barnett
Investment adviser representative at USAA Investment Services Company
8 yearsExperience
2 statesRegistered in
$0Firm assets
4 yearsFirm in business
Are you Matthew Michael Barnett? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
8 years in the industry.
- USAA Investment Services CompanyApr 2024 to now
- USAA Life Insurance CompanyApr 2024 to now
- J.P. Morgan Securities LLCFeb 2024 to Apr 2024
- JPMorgan Chase Bank, N.A.Feb 2024 to Apr 2024
- UnemployedAug 2023 to Jan 2024
- Fifth Third BankApr 2022 to Aug 2023
- Fifth Third SecuritiesApr 2022 to Jul 2023
- Bank of America, N.A.Nov 2017 to Apr 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2017 to Apr 2022
- UnemployedJun 2017 to Nov 2017
- Ameriprise FinancialMar 2016 to Jun 2017
- Ameriprise Financial Services IncMar 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
USAA Investment Services Company
$0Assets managed
2,635Clients
110Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6242509
- Firm CRD
- 5475